Steps to create Custom Price Book
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Steps to create Custom Price Book

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Article ID: 389073

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Updated On: 02-25-2025

Products

CloudHealth

Issue/Introduction

 Custom Price Book (CPB) not getting applied after rerun.

Resolution

Custom Price Book is a 3 step process:

  1. Create CPB
  2. Assign to Customer
  3. Assign to Customer Accounts

Kindly refer below explanation to understand it better;
 
a. Create CPB
https://apidocs.cloudhealthtech.com/#price-book_create-new-price-book
After we send this API call, we will receive a response saying the CPB has been created and we will receive an ID. This is the Price Book ID.
 
b. Assigning CPB to the Customer.
https://apidocs.cloudhealthtech.com/#price-book_assign-price-book-to-customer
You need to take the above mentioned price book ID and use it in this API call to assign the price book to a customer (Client API ID).
The response back is another ID. This is the Price Book Assignment ID.
 
c. Assigning CPB to the Customer account.
https://apidocs.cloudhealthtech.com/#price-book_assign-price-book-to-account
We then take that Price Book Assignment ID and use it in this last API call in order to assign the CPB to accounts. This generates yet another ID called the Price Book Account Assignment ID.